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LSV US Managed Volatility Institutional (LSVMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.84-0.08 (-0.73%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.86%
5-Year Average Return6.10%
Number of Years Up5
Number of Years Down4
Best 1 Yr Total Return (Jun 25, 2024)23.14%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return23.14%
Worst 3-Yr Total Return3.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSVMXCategory
YTD7.13%4.44%
1-Month3.10%-4.04%
3-Month3.20%4.09%
1-Year15.44%14.37%
3-Year4.61%6.04%
5-Year7.35%9.20%
10-Year0.00%8.57%
Last Bull Market18.18%22.97%
Last Bear Market-6.62%-11.27%

Annual Total Return (%) History

Year
LSVMXCategory
2024
N/AN/A
2023
4.39%11.63%
2022
-2.43%-5.90%
2021
21.31%26.22%
2020
-6.66%2.91%
2019
23.14%25.04%
2018
-1.75%-8.53%
2017
13.70%15.94%
2016
13.28%14.81%
2015
-0.78%-4.05%
2014
N/A10.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.18%N/AN/AN/A
20230.35%1.56%-2.81%5.40%
20221.29%-6.62%-9.10%13.47%
20218.98%5.15%-1.13%7.07%
2020-23.64%9.85%2.59%8.48%
201910.62%1.89%2.86%6.22%
2018-2.15%1.30%8.26%-8.44%
20174.08%0.75%2.90%5.37%
20166.84%3.79%0.09%2.07%
20151.40%-1.10%-4.28%3.36%
20141.29%5.91%N/AN/A

Rank In Category (By Total Return)

YTD60
1-Month48
3-Month65
1-Year91
3-Year80
5-Year96

Load Adjusted Returns

1-Year15.44%
3-Year4.61%
5-Year7.35%
10-YearN/A